About

Our Process

Identifying clients' financial needs, tailoring investment programs primarily through high quality and cost-efficient ETFs/funds and helping clients to stay on track with their financial goals are the key elements of our process.

Discovery

At this stage, we will help clients to clarify their medium term and long term financial needs, and prioritize their financial goals and match them with investment strategies.

Design

Songbird will design an investment program with consideration with clients' financial needs and goals.

Implementation

Songbird will help clients consolidate their assets on the Schwab Institutional Platform to provide peace of mind for the safety of the assets as well as world class reporting and record keeping.

Maintenance

Songbird will review the investment program periodically or as needed. Songbird manages clients' assets on a discretionary basis and executes investment program as planned. However, clients do need to inform Songbird when they have life changes that will affect their financial situations.

Financial Advice

To execute a plan requires patience, discipline, knowledge and adaptiveness!

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (609) 924-5300
  • E-Mail:
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